Plan Snapshot
- Plan Sponsor: Airoldi Brothers, INC.
- Sponsor EIN: 390834611
- Sponsor Address: 6930 S. 6TH STREET, OAK CREEK, WI, 53154
- Plan Type: DC
- Total Participants: 320
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 320 | $9.9M | $457,873 | $1.2M |
| 2023 | 326 | $7.5M | $462,087 | $1.1M |
| 2022 | 239 | $5.5M | $420,346 | $891,942 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $33,866 | — | $33,866 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | NONE | $28,910 | — | $28,910 |
| SIKICH CPA LLC | Auditor | $22,940 | — | $22,940 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- NORTHWESTERN MUTUAL WEALTH MANAGEME — NONE
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,716
- Estimated Expense Ratio: 0.862% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $62,813 | — | $39,873 | $22,940 | — |
| 2023 | $46,684 | $21,658 | $25,026 | — | — |
| 2022 | $40,646 | — | $40,646 | — | — |